Important: if you are an Outstanding Plan customer with multi-site access, a member of the team with Group Admin access will need to set the template up for your service. A Group Admin log in needs to be a different email address to your Care Office log in.
Please contact us if you're unsure about how to access the Group Dashboard.
If you're on our Pro Plan and have admin access, click on the settings cog and select the Needs & Skills tab and then Skills template.
You can add a skill by clicking Add skill and entering the details in the form:
Skill – choose an existing skill from the dropdown, or type to create a new one.
Training required – toggle this on if the skill needs training or a certification. If training is required, you can record how long the certification is valid for.
Covered needs – choose all the needs this skill covers, from the needs you've already set up.
Category – choose a category to help filter skills in areas like the Training and Skills Matrix, or create a new one by typing it in.
Click Confirm.
You can edit a skill's details, covered needs, or category at any time by clicking on it.
Once you've added skills and training that cover all your service users' needs, you're ready to assign needs to your service users.